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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,345 | $184,000-55.2% | $162,185-49.2% | $152,909-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.46% | 150.80%-128.3pp | 115.61%-93.1pp | 345.46%-323.0pp |
| Employer contribution / active EE | $18,875 | $6,370+196.3% | $5,613+236.3% | $4,764+296.2% |
| Participant deferral / active EE | $12,823 | $8,033+59.6% | $7,297+75.7% | $5,851+119.1% |
| Admin fee / account holder | $4,578 | $13,124-65.1% | $10,844-57.8% | $11,601-60.5% |